Positioning for the Future

Digital Transformation with Vlocity Insurance & Financial Services.

Designed to work with Salesforce®

Unleashing Digital Transformation

Despite the excitement for innovation in the industry today, many insurance carriers struggle to deliver on even basic digital experiences, with legacy applications posing the most common obstacle to digital transformation. Designed to work with Salesforce Financial Services Cloud, Vlocity Insurance is a digital platform that allows insurers to overcome legacy constraints and transform their businesses for the modern age.

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Vlocity Insurance & Financial Services Customers

We put our Customers first and make them wildly successful with our industry cloud apps and mobile apps. Learn more about how our Customers are benefiting from Vlocity-driven digital transformation.

New York Life Agents Accelerate Value Delivery to Clients
New York Life Agents Accelerate Value Delivery to Clients
New York Life leverages the Vlocity Insurance solution to provide policy acquisition and lifecycle management tools.
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Modernizing Business Strategies And Client Interactions at NN
Modernizing Business Strategies And Client Interactions at NN
NN is working with Vlocity to implement a robust digital platform to improve customer relations.
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Vlocity Helps Take Farmers Group to a New Level of Customer Service
Vlocity Helps Take Farmers Group to a New Level of Customer Service
Farmers wants to have a 360° view of the policy holder and the agent to deliver world class customer service.
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Zurich Replaces Legacy Platform with Modern, End-to-End Solution
Zurich Replaces Legacy Platform with Modern, End-to-End Solution
End-to-end solution for policy admin, claims, and customer portal for self-service and quoting.
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End-to-End Digital Transformation for Hagerty
End-to-End Digital Transformation for Hagerty
Streamline digital solution to support the entire policy lifecycle and standardize on the Salesforce platform.
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Streamlining MetLife Customer Service Transactions
Streamlining MetLife Customer Service Transactions
Reduce average handle time for customers, agents and providers, and reduce training time for new agents.
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See More Case Studies

Vlocity Insurance Solutions

Property & Casualty Insurance

Deliver omnichannel experiences across the lifecycle – from quote to service to dynamic FNOL experiences.

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Life Insurance & Annuities

Give your producers and customers tools to compare products, get an instant quote, complete an application, or change a beneficiary from any device.

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Group Insurance

Digitize rating, onboarding, and enrollment and bring new products to market quickly.

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Claims

Enable comprehensive claims management in the cloud - from first notice of loss to auto-adjudication, reserve management and a range of claims transactions.

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Service Contact Centers

Streamline transactions across systems to enable fast, intelligent service.

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Vella: Virtual Insurance Agent

Use the Vella virtual agent to deliver the next generation of insurance products and services.

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Testimonials

Vlocity Insurance & Financial Services supports multiple insurance lines of business via industry standard processes.

NY Life
Allstate
MetLife
Principal
Farmers
ABN AMRO
Hagerty
Brighthouse
Old Mutual
NN
Zurich
ABD
Liberty Mutual
Azur
unum

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Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global companies. We are happy to answer any questions you might have. Please reach out to our experts via the forms below.

Unleashing Digital Transformation

with Vlocity and Salesforce

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